Northrock Investments offers tailored investment advice and financial planning consulting services. Investment advice includes reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Financial planning services include risk assessment, investment planning, estate planning, financial organization, and financial decision making.
Assets Under Management$20M
Clients81
Advisors1
Avg. per Client$250K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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